1. We’ll be creating a dedicated website that allows users to log in and complete a “success tree” as part of the Medivators Breakthrough Performance Management System (BPMS) implementation.
2. The BPMS process will be branded for Medivators and be called LINQ. The LINQ concept is being worked on by a branding/advertising firm. We’ll host the sites on GoDaddy like we’ve done with the other sites we’ve collaborated on.
3. The Success Tree concept incorporates company-wide elements (Vision, Mission, Values), Vital Few initiatives and allows for each individual’s Vital Few goals to be defined and added that support the broader company-wide Vital Few elements.
4. The Success Tree concept cascades throughout the organization. In other words, there will be an overall company Success Tree that will be what the company president is responsible for.
5. Each functional leader (Marketing, Operations, R&D, HR, Finance, Sales, etc.,) will create Success Trees that incorporate the company-wide elements, but also have slightly different goals that reflect their function’s contributions to the company Vital Few.
6. The direct reports to each functional leader, and their direct reports will also create Success Trees, that reinforce their bosses Vital Few contribution. This is the “chunking down” of each Vital Few element, to ensure these goals are achieved.
7. With a previous client, they build the framework into an Excel file. It incorporated their branding for BPMS (called ACT) and the company-wide elements, but it was kind of clunky.
8. At an administrator level, we’ll need a reporting capability to see and print the status of each individual’s success tree. We’ll probably want to organize these view capabilities into functional areas: Executive, Marketing, R&D, etc.
9. There will probably be 70-100 people creating a success tree.
10. We’ll need an ability to periodically revise the company-wide elements and Vital Few initiatives as they change.
11. I'll provide some output of how the success tree has looked at my other client who did an Excel version.